News, Comment & Analysis results for Archive

People Moves
20 January 2026

France's Norman K Opens Luxembourg Office, Makes Hires

The European business said it wants to be a "leading" player in Luxembourg's wealth management...

Strategy
20 January 2026

Swiss Multi-Family Office Eyes AI Productivity Revolution

While reports say that adoption rates of AI are accelerating, the Swiss group reckons that it has...

Surveys
20 January 2026

Buy-Side Firms Rapidly Speed Up AI Adoption – Survey

Compared with the picture painted a year ago, the use of AI by organisations such as asset managers...

Surveys
20 January 2026

AI Hasn't Yet Set Corporate Revenues Alight As Geopolitical, Trade Risks Swirl – PwC

For private banks and wealth managers, the findings are a reminder that identifying the use cases...

People Moves
20 January 2026

Who’s Moving Where In Wealth Management? – Quilter Investors, Winckworth Sherwood, Others

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...

People Moves
19 January 2026

Bank Of Singapore Names New Global CFO

The Singapore-headquartered private bank, which operates in a number of regions, has appointed one...

People Moves
19 January 2026

Fiera Capital Leans Into Japanese Private Markets Story

The international investments group – headquartered in Montreal, Canada – has recently opened a...

People Moves
19 January 2026

Who’s Moving Where In Wealth Management? – Julius Baer, Hanover, Huddleston Jones

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...

Financial Results
16 January 2026

BNY's Q4, Full-Year 2025 Net Income Rises; Wealth AuM Gains

With a few exceptions, results out this week for the wealth-related parts of BNY showed an...

Financial Results
16 January 2026

Net Earnings Rise At Goldman Sachs In 2025; Private Bank Revenues Shine

In the mix of the results, the US firm's private banking segment enjoyed stronger revenues. Looking...

Comment & Analysis results for Archive

Wealth Strategies
19 December 2023

Deglobalisation, Volatility And Family Office Time Horizons – A Conversation With Dambisa Moyo

This news service talks to a prominent female economics writer and thought leader who was also made...

Compliance
15 December 2023

Handling HNW Clients' Data Via Tokenization – An Overview

Banks and other players in the wealth management space transfer data across borders – a fact...

Company Profiles
13 December 2023

Playing Digital Asset Strategy Via Fund Of Funds

The business says that its model for tapping into the world of crypto and digital assets startups...

Philanthropy
7 December 2023

Philanthropy In Testing Times: A Transatlantic Perspective

Whether it is sunset clauses on foundations, arguments about purpose, help with clients about...

White Papers
6 December 2023

The Bahamas: A Complete And Compelling Choice – Part 4

In the final part of a four-part series, this news service issues a report about developments in...

Compliance
29 November 2023

One Year On From CJEU Ruling Vs Public Registers Of Beneficial Ownership

An organisation working in the field of compliance and regulation argues that last year's European...

White Papers
23 November 2023

New Report: How Wealth Ecosystem, Healthcare Interact

The boundaries between health and wealth increasingly intersect and a new report from China's Hywin...

Company Profiles
23 November 2023

Banking In Turbulent Times – In Conversation With Arbuthnot Latham

This publication recently sat down with Arbuthnot Latham, the venerable UK private banking group...

Compliance
15 November 2023

Can Rapid Account-Opening Coexist Alongside Heightened Compliance?

The approach that banks and other wealth management industry players take towards handling...

ESG
14 November 2023

How Blending Philanthropy, Investment Creates "Win-Wins" – Pictet

This news service recently spoke to a senior Pictet figure about the work it does on...